Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $267,318 | $252,625+5.8% | $220,144+21.4% | $382,429-30.1% |
| Participation rate | 100.0% | 88.1%+11.9pp | 84.8%+15.2pp | 87.7%+12.3pp |
| Annual return | 16.06% | -1.59%+17.7pp | -0.63%+16.7pp | 248.85%-232.8pp |
| Employer contribution / active EE | $8,672 | $7,607+14.0% | $6,623+30.9% | $8,036+7.9% |
| Participant deferral / active EE | $7,533 | $4,939+52.5% | $4,718+59.7% | $5,727+31.5% |
| Admin fee / account holder | $2,484 | $17,846-86.1% | $15,617-84.1% | $30,732-91.9% |